SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK: 0001794153SEC EDGAR →
Portfolio Value
$484.0M
Holdings
169
As of
Q4 2025
New Positions
10
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 121,620 | $61.0M | 12.60% |
| 2 | APPLE INC | 131,461 | $35.0M | 7.23% |
| 3 | DIMENSIONAL ETF TRUST | 631,628 | $29.0M | 5.99% |
| 4 | SPROTT ASSET MANAGEMENT LP | 857,223 | $28.0M | 5.79% |
| 5 | ISHARES TR | 340,396 | $23.0M | 4.75% |
| 6 | ALPHABET INC | 69,113 | $21.0M | 4.34% |
| 7 | ISHARES TR | 118,285 | $16.0M | 3.31% |
| 8 | DIMENSIONAL ETF TRUST | 367,312 | $13.0M | 2.69% |
| 9 | VANGUARD INTL EQUITY INDEX F | 139,170 | $11.0M | 2.27% |
| 10 | AMERICAN CENTY ETF TR | 93,328 | $9.0M | 1.86% |
Quarterly Changes
Top Buys
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $170.0M | 41.5% |
| Unknown | 13 | $123.0M | 30.0% |
| Technology | 14 | $55.0M | 13.4% |
| Communication Services | 7 | $33.0M | 8.0% |
| Consumer Cyclical | 12 | $11.0M | 2.7% |
| Healthcare | 10 | $6.0M | 1.5% |
| Consumer Defensive | 11 | $5.0M | 1.2% |
| Real Estate | 4 | $3.0M | 0.7% |
| Industrials | 11 | $3.0M | 0.7% |
| Energy | 7 | $1.0M | 0.2% |
| Basic Materials | 3 | $0 | 0.0% |